See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,270 | $135,952+42.9% | $123,892+56.8% | $273,961-29.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 7.12% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,499 | $5,170-51.7% | $4,617-45.9% | $4,869-48.7% |
| Participant deferral / active EE | $5,402 | $6,343-14.8% | $5,984-9.7% | $5,287+2.2% |
| Admin fee / account holder | $24,731 | $9,817+151.9% | $8,357+195.9% | $10,132+144.1% |